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Blackstone Mortgage Trust

342 hedge funds and large institutions have $2.45B invested in Blackstone Mortgage Trust in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

4% more funds holding

Funds holding: 328342 (+14)

1.8% more ownership

Funds ownership: 64.83%66.63% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 113

1% more capital invested

Capital invested by funds: $2.43B → $2.45B (+$17.6M)

63% less call options, than puts

Call options by funds: $66.2M | Put options by funds: $177M

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
342
Holders Change
+14
Holders Change %
+4.27%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
59
Increased
121
Reduced
113
Closed
42
Calls
$66.2M
Puts
$177M
Net Calls
-$111M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
326
Western Pacific Wealth Management
Illinois
$2.58K -$22.8K -1,057 -90%
SFA
327
Semmax Financial Advisors
North Carolina
$2.28K +$86 +4 +3%
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$2.23K
BTI
329
Blue Trust Inc
Georgia
$2K
FIA
330
FNY Investment Advisers
New York
$2K +$2.16K +100 New
BHWM
331
Beaird Harris Wealth Management
Texas
$1.81K
FFO
332
Fortitude Family Office
Arizona
$1.79K +$1.81K +84 New
PWMG
333
Private Wealth Management Group
New Jersey
$1.75K +$1.77K +82 New
GI
334
Gradient Investments
Minnesota
$1.62K -$216 -10 -12%
AW
335
Avion Wealth
Texas
$1K
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$425 -$57.8K -2,680 -99%
TWP
337
TFO Wealth Partners
Ohio
$404
PFBT
338
Parkside Financial Bank & Trust
Missouri
$277 -$3K -139 -91%
IRAG
339
Investment Research & Advisory Group
Georgia
$255 -$2.46K -114 -90%
AssetMark Inc
340
AssetMark Inc
California
$213 +$216 +10 New
MSWM
341
McGlone Suttner Wealth Management
Wisconsin
$16 +$22 +1 New
SAM
342
Stansberry Asset Management
Texas
-$14.8M -679,502 Closed
PWC
343
PYA Waltman Capital
Tennessee
-$7.22M -331,798 Closed
IWA
344
IBEX Wealth Advisors
New Jersey
-$4.72M -216,836 Closed
Holocene Advisors
345
Holocene Advisors
New York
-$2.38M -109,627 Closed
Aberdeen Group
346
Aberdeen Group
United Kingdom
-$2.37M -108,818 Closed
MCCA
347
Mill Creek Capital Advisors
Pennsylvania
-$1.59M -73,000 Closed
GC
348
Gruss & Co
Florida
-$1.56M -71,860 Closed
DFCM
349
Dark Forest Capital Management
Puerto Rico
-$956K -43,966 Closed
Wolverine Trading
350
Wolverine Trading
Illinois
-$818K -37,934 Closed

BXMT Hedge Fund Activity: Q4 2023 in Review

342 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q4 2023, worth a combined $2.45B — up 0.72% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BXMT positions and 42 closed out — a net gain of 17 holders — while 121 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67.8M. The largest seller was CCLA Investment Management, cutting an estimated $33.9M.

  • 342 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q4 2023, up from 328 in Q3 2023.
  • Funds reported $2.45B of Blackstone Mortgage Trust stock for Q4 2023, up 0.72% quarter-over-quarter.
  • 59 funds opened new Blackstone Mortgage Trust positions in Q4 2023 and 42 closed out, a net change of +17 holders.
  • The largest Blackstone Mortgage Trust buyer in Q4 2023 was Morgan Stanley, an estimated $67.8M added.
  • The largest Blackstone Mortgage Trust seller in Q4 2023 was CCLA Investment Management, an estimated $33.9M sold.

Based on aggregated 13F filings for Q4 2023.